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MIH

Meitav Investment House Portfolio holdings

AUM $14.9B
1-Year Est. Return 46.8%
This Fund
S&P 500
This Quarter Est. Return
+3.13%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
10 Year Est. Return
–
AUM
$5.93B
AUM Growth
-$39.2M
Cap. Flow
-$186M
Cap. Flow %
-3.15%
Top 10 Hldgs %
38.87%
Holding
246
New
19
Increased
55
Reduced
98
Closed
25

Top Buys

Rank Stock Value
1
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$49.7M
2
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$48.9M
3
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$42M
4
MRK icon
Merck
MRK
+$40.6M
5
KCE icon
State Street SPDR S&P Capital Markets ETF
KCE
+$36.2M

Top Sells

Rank Stock Value
1
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$54.3M
2
AMZN icon
Amazon
AMZN
+$47.9M
3
TSLA icon
Tesla
TSLA
+$41.1M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$40.1M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$36.3M

Sector Composition

Rank Sector Weight
1 Technology 15.07%
2 Financials 5.42%
3 Industrials 4.63%
4 Communication Services 4.29%
5 Consumer Discretionary 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLRE icon
26
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.52B
$67.2M 1.13%
1,654,417
-838,874
-34% -$36.3M
CAMT icon
27
Camtek
CAMT
$7.46B
$66.2M 1.12%
818,123
+445,079
+119% +$35M
COST icon
28
Costco
COST
$417B
$66.1M 1.11%
72,175
-17
-0% -$15.8K
ADBE icon
29
Adobe
ADBE
$105B
$65.9M 1.11%
148,343
-17,438
-11% -$8.63M
GOOG icon
30
Alphabet (Google) Class C
GOOG
$4.27T
$60.3M 1.02%
316,393
-41,940
-12% -$7.4M
NEE icon
31
NextEra Energy
NEE
$178B
$60M 1.01%
837,698
+101,698
+14% +$7.9M
KKR icon
32
KKR & Co
KKR
$99B
$59.2M 1%
400,641
+40,365
+11% +$5.92M
GOOGL icon
33
Alphabet (Google) Class A
GOOGL
$4.28T
$58.1M 0.98%
307,068
+8,643
+3% +$1.51M
WIX icon
34
WIX.com
WIX
$2.75B
$54.2M 0.92%
252,951
+6,713
+3% +$1.28M
EWT icon
35
iShares MSCI Taiwan ETF
EWT
$11.2B
$51.3M 0.87%
991,670
– –
XLK icon
36
State Street Technology Select Sector SPDR ETF
XLK
$122B
$51.1M 0.86%
439,372
-11,818
-3% -$1.37M
RSPT icon
37
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.87B
$48.7M 0.82%
+1,303,367
New +$49.7M
JPM icon
38
JPMorgan Chase
JPM
$961B
$47.7M 0.8%
199,036
+1,485
+0.8% +$346K
AAPL icon
39
Apple
AAPL
$4.48T
$45.4M 0.77%
181,414
-72,058
-28% -$17M
SLV icon
40
iShares Silver Trust
SLV
$31.6B
$45.3M 0.76%
1,720,000
– –
NKE icon
41
Nike
NKE
$60.9B
$45M 0.76%
595,060
+54,095
+10% +$4.25M
RSPN icon
42
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$1.08B
$45M 0.76%
895,657
+35,400
+4% +$1.86M
CRM icon
43
Salesforce
CRM
$161B
$43.4M 0.73%
129,932
-55,585
-30% -$17.7M
MA icon
44
Mastercard
MA
$495B
$40.7M 0.69%
77,228
+89
+0.1% +$46.1K
JAAA icon
45
Janus Henderson AAA CLO ETF
JAAA
$29.8B
$40M 0.68%
790,000
-790,000
-50% -$40.1M
MRK icon
46
Merck
MRK
$321B
$39.5M 0.67%
397,392
+394,273
+12,641% +$40.6M
CHKP icon
47
Check Point Software Technologies
CHKP
$13.1B
$36.6M 0.62%
196,267
+19,818
+11% +$3.73M
KCE icon
48
State Street SPDR S&P Capital Markets ETF
KCE
$472M
$36.3M 0.61%
263,571
+261,371
+11,881% +$36.2M
XSOE icon
49
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.09B
$36M 0.61%
1,181,001
-69,122
-6% -$2.21M
KRNT icon
50
Kornit Digital
KRNT
$789M
$35.3M 0.6%
1,141,292
-3,753
-0.3% -$108K
1
2
3 4 5

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GF
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BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
UM
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Verition Fund Management
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IFP
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Meitav Investment House's Q4 2024 Portfolio in Review

As of Q4 2024, Meitav Investment House held 246 positions worth $5.93B, down 0.66% from $5.97B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Meitav Investment House withdrew a net $186M in Q4 2024, closing 25 positions and reducing 98 holdings. Its most notable exit was Airbnb, an estimated $14.4M position sold in full.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 15% a quarter earlier, followed by Financials and Industrials.

Against the trend, Meitav Investment House opened a new position in Invesco S&P 500 Equal Weight Technology ETF worth $48.7M.

  • Meitav Investment House's largest Q4 2024 buy was Invesco S&P 500 Equal Weight Technology ETF: 1,303,367 shares worth $48.7M.
  • Meitav Investment House added most to State Street Communication Services Select Sector SPDR ETF in Q4 2024, an estimated $48.9M increase.
  • Meitav Investment House's biggest Q4 2024 reduction was State Street Health Care Select Sector SPDR ETF, cutting an estimated $54.3M.
  • Meitav Investment House fully exited Airbnb in Q4 2024, selling an estimated $14.4M.
  • Meitav Investment House's ten largest holdings make up 39% of its $5.93B portfolio in Q4 2024.
  • Meitav Investment House opened 19 new positions and closed 25 in Q4 2024.
  • Meitav Investment House's portfolio value fell 0.66% quarter-over-quarter to $5.93B.

Based on Meitav Investment House's 13F filing for Q4 2024, filed 3 Feb 2025.